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| Keyboard |
| Springboard Asset Management LLC
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|---|---|
| CRD # | 154862 |
| SEC # | 801-122972 |
| CIK # | |
| AUM | 136.8 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-651-7110 |
| Address | 355 Highland Avenue Cheshire, CT 06410 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 46.2 |
| (b) Individuals (high net worth individuals) | 38 | 90.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 136.8 |
| By Discretionary | ||
| Discretionary | 339 | 136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 339 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 339 | 136.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (3 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Milagre Wealth Management Inc
✚
|
NY | 137.1 M |
|
Forefront Asset Management LLC
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|
VA | 136.9 M |
|
Ascension Wealth Partners LLC
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CA | 136.9 M |
|
Cooke Wealth Management LLC
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|
Central Wealth Management LLC
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|
Lewis Capital Management LLLP
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136.8 M | |
|
River Crescent Advisors LLC
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VA | 136.8 M |
|
Champion Advisors LLC
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|
136.8 M | |
|
John W Brooker & Co CPAS PC
✚
|
CA | 136.4 M |
|
J K R & Company Inc
✚
|
CA | 136.3 M |